Dorsal Capital Management, LP — 13F Holdings & Portfolio
CIK 1547007 · latest 13F-HR filed 2026-05-15
Dorsal Capital Management, LP manages $2.57B in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (9.52%), AMZN (7.69%), PLNT (7.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 2, added to 4, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.57B
Long-equity book
27
Distinct positions
2026-03-31
Filed 2026-05-15
+7 / −2 / ↑4 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LIBERTY MEDIA CORP DEL$61.3M +55.4%
- BURLINGTON STORES INC$25.5M +18.6%
- TWILIO INC$9.8M +12.6%
- ADVANCE AUTO PARTS INC$9.4M +34.2%
Top Trims
- MICROSOFT CORP-$144.6M -55.4%
- WIX COM LTD-$129.5M -80.4%
- PLANET FITNESS MASTER ISSUER-$110.5M -37.0%
- ZILLOW GROUP INC-$98.2M -49.2%
- APPLOVIN CORP-$37.5M -55.7%
New Positions
- AMAZON COM INC$197.9M
- SPOTIFY TECHNOLOGY S A$101.8M
- SEMTECH CORP$61.5M
- JFROG LTD$54.0M
- ECHOSTAR CORP$41.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $245.0M | 9.52% | 725,000 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $197.9M | 7.69% | 950,001 | SH |
| 3 | PLANET FITNESS MASTER ISSUER | PLNT | 72703H101 | $187.8M | 7.30% | 2,525,000 | SH |
| 4 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $172.2M | 6.69% | 2,025,000 | SH |
| 5 | HOME DEPOT INC | HD | 437076102 | $164.4M | 6.39% | 500,000 | SH |
| 6 | BURLINGTON STORES INC | BURL | 122017106 | $162.7M | 6.32% | 500,000 | SH |
| 7 | COUPANG INC | CPNG | 22266T109 | $149.2M | 5.80% | 7,900,000 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $120.1M | 4.67% | 210,000 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $116.6M | 4.53% | 315,000 | SH |
| 10 | SEA LTD | SE | 81141R100 | $109.7M | 4.27% | 1,325,000 | SH |
| 11 | SHARKNINJA INC | SN | G8068L108 | $105.9M | 4.12% | 1,000,000 | SH |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $101.8M | 3.96% | 210,000 | SH |
| 13 | ZILLOW GROUP INC | Z | 98954M200 | $101.4M | 3.94% | 2,450,000 | SH |
| 14 | TWILIO INC | TWLO | 90138F102 | $88.1M | 3.42% | 700,000 | SH |
| 15 | AUTODESK INC | ADSK | 052769106 | $83.8M | 3.26% | 350,000 | SH |
| 16 | SEMTECH CORP | SMTC | 816850101 | $61.5M | 2.39% | 800,000 | SH |
| 17 | JFROG LTD | FROG | M6191J100 | $54.0M | 2.10% | 1,150,000 | SH |
| 18 | MARVELL TECHNOLOGY INC Call | MRVL | 573874104 | $49.5M | 1.93% | 500,000 | SH |
| 19 | NUTANIX INC | NTNX | 67059N108 | $49.4M | 1.92% | 1,300,000 | SH |
| 20 | NEXSTAR MEDIA GROUP INC | NXST | 65336K103 | $45.2M | 1.76% | 250,000 | SH |
| 21 | ECHOSTAR CORP | SATS | 278768106 | $41.0M | 1.59% | 350,000 | SH |
| 22 | V F CORP | VFC | 918204108 | $40.8M | 1.58% | 2,400,000 | SH |
| 23 | ADVANCE AUTO PARTS INC | AAP | 00751Y106 | $36.9M | 1.44% | 700,000 | SH |
| 24 | WIX COM LTD | WIX | M98068105 | $31.5M | 1.23% | 350,000 | SH |
| 25 | APPLOVIN CORP | APP | 03831W108 | $29.9M | 1.16% | 75,000 | SH |
| 26 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $18.5M | 0.72% | 28,370 | SH |
| 27 | CAL MAINE FOODS INC Put | CALM | 128030202 | $7.9M | 0.31% | 100,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.57B | 27 | 0001172661-26-002068 |
| 2025-12-31 | 2026-02-17 | $2.88B | 22 | 0001172661-26-000862 |
| 2025-09-30 | 2025-11-14 | $3.75B | 24 | 0001172661-25-004849 |